AWAG
ARS Wealth Advisors Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Sell |
2,481
-26
| -1% | -$2.58K | 0.03% | 156 |
|
|
2025
Q1 | $248K | Sell |
2,507
-109
| -4% | -$10.8K | 0.04% | 137 |
|
|
2024
Q4 | $253K | Buy |
2,616
+55
| +2% | +$5.33K | 0.03% | 137 |
|
|
2024
Q3 | $259K | Buy |
+2,561
| New | +$259K | 0.03% | 145 |
|
|
2022
Q4 | – | Sell |
-2,270
| Closed | -$219K | – | 137 |
|
|
2022
Q3 | $219K | Sell |
2,270
-190
| -8% | -$18.3K | 0.03% | 137 |
|
|
2022
Q2 | $250K | Buy |
2,460
+75
| +3% | +$7.62K | 0.03% | 136 |
|
|
2022
Q1 | $255K | Hold |
2,385
| – | – | 0.04% | 111 |
|
|
2021
Q4 | $272K | Buy |
2,385
+176
| +8% | +$20.1K | 0.05% | 114 |
|
|
2021
Q3 | $254K | Buy |
+2,209
| New | +$254K | 0.05% | 115 |
|